Finance

NextGen Angel Investor Apprentice

Loeb.nyc

Dec 2024

Loeb.nyc's Website

Overview

I was selected for Loeb.NYC's NextGen Angel Investor Apprentice program, a hands-on experience covering angel investing, venture capital, and startup funding dynamics within a family office ecosystem. I engaged directly with founders, VCs, and Loeb.NYC leadership to evaluate early-stage startups across consumer, AI, and tech sectors — analyzing unit economics, market sizing, and valuation benchmarks, and researching specific verticals to identify competitive positioning and investment opportunity.

Responsibilities

  • Conducted due diligence on seven early-stage startups, analyzing unit economics, market sizing, and valuation benchmarks to inform investment decisions.
  • Researched emerging ventures in the Intellectual Property platform and Shopify A/B testing spaces, identifying market opportunities and competitive positioning for potential investment.
  • Assessed founder-market fit, scaling potential, and exit strategies across evaluated companies.
  • Collaborated on portfolio diversification and risk management discussions with program mentors and Loeb.NYC leadership.

Achievements

  • Completed rigorous due diligence on seven startups, developing a repeatable framework for evaluating early-stage investment opportunities.
  • Identified competitive positioning in two high-growth verticals — IP platforms and Shopify A/B testing — as part of directed research.
  • Built foundational skills in venture funding decision-making within a family office investing context.

Skills

Venture capitalDue diligenceMarket researchFinancial modelingCompetitive analysis
← Back to Experience